Oak Tree Charitable Foundation

Arcadia, CA
Tax-exempt since April 1995
EIN: 95-4506950

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$315k (2024)

Expenses

$483k (2024)

Total Assets

$7.45M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending May
2024

Revenue

$314,788

Expenses

$483,334

Net Income

-$168,546

Net Assets

$7,453,894

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$131,857	41.9%
Sales of Assets	$175,362	55.7%
Other Income	$7,569	2.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$428,642	88.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,453,894
Total Liabilities	$0
Net Assets	$7,453,894

Compensation

Key Employees and Officers	Compensation	Other
Jan Hunt (Administrator)	$83,240	$5,741
Rick M Arthur (President/Vp/Asst. Secretary)	$0	$0
Richard Mandella (Vp)	$0	$0
Thomas R Capehart (Vp/Secretary)	$0	$0
Bo Hirsch Term Start 224 (Director & Vp)	$0	$0

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990-PF

Filed on Feb. 28, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2023

Revenue

$177,012

Expenses

$540,988

Net Income

-$363,976

Net Assets

$6,476,438

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$127,437	72.0%
Sales of Assets	$49,453	27.9%
Other Income	$122	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$484,765	89.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,476,438
Total Liabilities	$0
Net Assets	$6,476,438

Compensation

Key Employees and Officers	Compensation	Other
Jan Hunt (Administrator)	$85,703	$8,409
John Barr Term End Feb 2023 (President)	$0	$0
Thomas R Capehart (Vp/Secretary)	$0	$0
Rick M Arthur (President/Vp/Asst. Secretary)	$0	$0
Richard Mandella (Vp)	$0	$0

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990-PF

Filed on Feb. 29, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2022

Revenue

$160,929

Expenses

$479,327

Net Income

-$318,398

Net Assets

$7,010,594

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$113,648	70.6%
Sales of Assets	$47,279	29.4%
Other Income	$2	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$421,083	87.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,010,594
Total Liabilities	$0
Net Assets	$7,010,594

Compensation

Key Employees and Officers	Compensation	Other
Jan Hunt (Administrator)	$78,918	$11,705
John H Barr (President)	$0	$0
Thomas R Capehart (Vp/Secretary)	$0	$0
Rick M Arthur (Vp/Asst. Secretary)	$0	$0
Richard Mandella (Vp)	$0	$0

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990-PF

Filed on April 11, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2021

Revenue

$510,617

Expenses

$471,071

Net Income

$39,546

Net Assets

$7,316,297

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$117,275	23.0%
Sales of Assets	$393,342	77.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$413,353	87.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,324,379
Total Liabilities	$8,082
Net Assets	$7,316,297

Compensation

Key Employees and Officers	Compensation	Other
Jan Hunt (Administrator)	$79,873	$13,357
John H Barr (President)	$0	$0
Thomas R Capehart (Vp/Secretary)	$0	$0
Rick M Arthur (Vp/Asst. Secretary)	$0	$0
Richard Mandella (Vp)	$0	$0

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990-PF

Filed on April 6, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2020

Revenue

$326,045

Expenses

$432,411

Net Income

-$106,366

Net Assets

$5,882,169

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$125,208	38.4%
Sales of Assets	$200,837	61.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$392,561	90.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,890,712
Total Liabilities	$8,543
Net Assets	$5,882,169

Compensation

Key Employees and Officers	Compensation	Other
Jan Hunt (Administrator)	$77,896	$15,688
John H Barr (President)	$0	$0
Sherwood C Chillingworth (Exec Vp)	$0	$0
Thomas R Capehart (Vp)	$0	$0
Rick M Arthur (Vp)	$0	$0
Richard Mandella (Vp)	$0	$0
Robert W Zamarripa (Vp)	$0	$0

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990-PF

Filed on April 14, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2019

Revenue

$329,930

Expenses

$327,506

Net Income

$2,424

Net Assets

$5,716,390

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$120,654	36.6%
Sales of Assets	$209,276	63.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$270,500	82.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,719,161
Total Liabilities	$2,771
Net Assets	$5,716,390

Compensation

Key Employees and Officers	Compensation	Other
John H Barr (President)	$0	$0
Sherwood C Chillingworth (Exec Vp)	$0	$0
Thomas R Capehart (Vp)	$0	$0
Rick M Arthur (Vp)	$0	$0
Richard Mandella (Vp)	$0	$0
Robert W Zamarripa (Vp)	$0	$0

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990-PF

Filed on April 27, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2018

Revenue

$272,517

Expenses

$263,730

Net Income

$8,787

Net Assets

$5,622,893

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$112,475	41.3%
Sales of Assets	$160,042	58.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$218,468	82.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,622,893
Total Liabilities	$0
Net Assets	$5,622,893

Compensation

Key Employees and Officers	Compensation	Other
John H Barr (President)	$0	$0
Sherwood C Chillingworth (Exec Vp)	$0	$0
Thomas R Capehart (Vp)	$0	$0
Rick M Arthur (Vp)	$0	$0
Richard Mandella (Vp)	$0	$0
Warren B Williamson (Vp)	$0	$0
Robert W Zamarripa (Vp)	$0	$0

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990-PF

Filed on April 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2017

Revenue

$136,315

Expenses

$201,137

Net Income

-$64,822

Net Assets

$5,329,078

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11,208	8.2%
Dividends	$157,009	> 100%
Sales of Assets	-$31,902
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$162,500	80.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,351,078
Total Liabilities	$22,000
Net Assets	$5,329,078

Compensation

Key Employees and Officers	Compensation	Other
John H Barr (President)	$0	$0
Sherwood C Chillingworth (Exec V P)	$0	$0
Thomas R Capehart (V P)	$0	$0
Rick M Arthur (V P)	$0	$0
Richard Mandella (V P)	$0	$0
Warren B Williamson (V P)	$0	$0
Robert W Zamarripa (V P)	$0	$0

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990-PF

Filed on March 24, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2016

Revenue

$273,250

Expenses

$140,782

Net Income

$132,468

Net Assets

$4,955,854

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$123,548	45.2%
Sales of Assets	$149,702	54.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$109,045	77.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,985,354
Total Liabilities	$29,500
Net Assets	$4,955,854

Compensation

Key Employees and Officers	Compensation	Other
John H Barr (President)	$0	$0
Sherwood C Chillingworth (Exec V P)	$0	$0
Thomas R Capehart (V P)	$0	$0
Rick M Arthur (V P)	$0	$0
Richard Mandella (V P)	$0	$0
Warren B Williamson (V P)	$0	$0
Robert W Zamarripa (V P)	$0	$0

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990-PF

Filed on Feb. 14, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2015

Revenue

$234,745

Expenses

$534,114

Net Income

-$299,369

Net Assets

$5,007,744

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$105,301	44.9%
Sales of Assets	$129,444	55.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$494,105	92.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,008,998
Total Liabilities	$1,254
Net Assets	$5,007,744

Compensation

Key Employees and Officers	Compensation	Other
John H Barr (President)	$0	$0
Sherwood C Chillingworth (Exec V P)	$0	$0
Thomas R Capehart (V P)	$0	$0
Rick M Arthur (V P)	$0	$0
Richard Mandella (V P)	$0	$0
Warren B Williamson (V P)	$0	$0
Robert W Zamarripa (V P)	$0	$0

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990-PF

Filed on Feb. 13, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2014

Revenue

$167,481

Expenses

$191,172

Net Income

-$23,691

Net Assets

$5,089,809

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$97,459	58.2%
Sales of Assets	$69,667	41.6%
Other Income	$355	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$139,162	72.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,121,830
Total Liabilities	$32,021
Net Assets	$5,089,809

Compensation

Key Employees and Officers	Compensation	Other
John H Barr (President)	$0	$0
Sherwood C Chillingworth (Exec V P)	$0	$0
Thomas R Capehart (V P)	$0	$0
Jack K Robbins (V P)	$0	$0
Rick M Arthur (V P)	$0	$0
Richard Mandella (V P)	$0	$0
Warren B Williamson (V P)	$0	$0
Robert W Zamarripa (V P)	$0	$0

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990-PF

Filed on Oct. 15, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2013

Revenue

$132,327

Expenses

$56,228

Net Income

$76,099

Net Assets

$4,722,813

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$98,150	74.2%
Sales of Assets	$34,122	25.8%
Other Income	$55	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,500	52.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,731,173
Total Liabilities	$8,360
Net Assets	$4,722,813

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2012

Revenue

$79,101

Expenses

$49,907

Net Income

$29,194

Net Assets

$4,089,359

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$95,841	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,500	35.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,096,869
Total Liabilities	$7,510
Net Assets	$4,089,359

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

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Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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Oak Tree Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $315k (2024)

Expenses $483k (2024)

Total Assets $7.45M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending May 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$315k (2024)

Expenses

$483k (2024)

Total Assets

$7.45M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending May
2024

Fiscal Year Ending May
2023

Fiscal Year Ending May
2022

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2021

Fiscal Year Ending May
2020

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2019

Fiscal Year Ending May
2018

Fiscal Year Ending May
2017

Fiscal Year Ending May
2016

Fiscal Year Ending May
2015

Fiscal Year Ending May
2014

Fiscal Year Ending May
2013

Fiscal Year Ending May
2012

Fiscal Year Ending May
2011

Fiscal Year Ending May
2010

Fiscal Year Ending May
2009

Fiscal Year Ending May
2008

Fiscal Year Ending May
2007

Fiscal Year Ending May
2006

Fiscal Year Ending May
2005

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2004

Fiscal Year Ending May
2003

Fiscal Year Ending May
2002